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Grouping and subtotaling rows
Grouping and subtotaling rows

Summary of how to group and subtotal rows on the grid by Client, Owner, Stage or any other CRM deal field.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over a week ago

Drag-to-group Rows

  • Whilst on the Pipeline grid, click-and-hold on a column header.

  • Drag the column header to the area directly above the grid marked "Drag here to set row groups"

  • Multiple column headers can be grouped at the same time

  • Use the expand arrows against the grouped rows to expand section.

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